Tagging Records

You use tag fields to mark records with a Yes or No value. In the grid displays, a Yes value appears as a checked checkbox. A No value appears as an unchecked checkbox. Tag fields are potentially useful for many purposes, such as tracking status of records. To learn how to create a tag field, see Creating Tag Fields.

 

You can tag records by using any of the following methods:

Select records to update using the mouse.

Edit records using hotkeys.

Batch update.

Tag list import. See the Importing Tag Lists topic for information on the third method of tagging multiple documents.

Promote tags to near-duplicate documents. See Promoting Tags to Near Duplicates the topic for more information.

 

hmtoggle_plus1To tag records individually using a mouse
hmtoggle_plus1To tag multiple records at once
hmtoggle_plus1To tag using hotkeys
hmtoggle_plus1To tag using batch updates

 

Need additional help? E-mail the CloudNine™ LAW Technical Support team at: lawsupport@cloudnine.com, or contact a support representative at 713-462-6464 for CloudNine™ LAW Ext. 12 or CloudNine™ Explore Support Ext. 13. The Technical Support team is available between the hours of 9:00 A.M to 7:00 P.M. Eastern Time, Monday - Friday.

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